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Solus Advanced Materials Co Ltd (336370) Fair Value & Analysis

Technology · KR · Market cap 647B KRW

SA Solus Advanced Materials Co Ltd 336370 · KO
Price7,030 KRW
Fair Value6,477 KRW
Upside-7.9%
Quality25/100
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Risks

!Expensive Growth
!Loss-making · -6.6% net margin
!Low debt · negative free cash flow
!Trails peers (2/9)
Expensive Growth
Loss-making · -6.6% net margin
Low debt · negative free cash flow
0.15% dividend yield
Trails peers (2/9)
Narrow moat 6/100
Evidence: Low Range 4,833 KRW – 9,667 KRW Share as image

Fair value as of: Aug 13, 2026

From 1 valuation models · updated 9 days ago

Fair value updated Aug 13, 2026, revised from 6,578 KRW to 6,477 KRW (−1.5%) since Jul 22, 2026. Share price +0.1% over the past month.

Below-average quality, currently priced close to our fair value.

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69 individual criteria per stock, every one traceable See the method →

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What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (4,833 KRW to 9,667 KRW) leaves room in how you read the outcome.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
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Price vs Fair Value (5 years)

53,600 KRW 5,700 KRW Fair Value 6,477 KRW Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 5,700 KRW – 53,600 KRW · fair‑value band 4,833 KRW – 9,667 KRW · the 7,030 KRW price screens above the 6,477 KRW fair value. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

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Analysis

Solus Advanced Materials Co Ltd (336370) currently trades at 7,030 KRW, while our model-based Fair Value estimate is 6,477 KRW, implying the stock looks roughly 7.9% fairly valued today. The Quality Score stands at 25/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Over the trailing twelve months, Solus Advanced Materials Co Ltd generated revenue of 651B KRW at a net margin of -6.6%. Revenue grew 22.2% year over year. It earns a return on equity of -10.8%. Net debt stands at 824B KRW. Fundamentals as of Aug 13, 2026

Our scenario range runs from 4,833 KRW (bear case) to 9,667 KRW (bull case); at 7,030 KRW, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 58% below its 52-week high and 2% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -68% fair-value upside, at -8%, 336370 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
NCAV (Graham) 4,909 KRW 6,578 KRW 9,818 KRW 50
All 1 models by family
Asset-Based
NCAV (Graham) 4,909 KRW 6,578 KRW 9,818 KRW 50

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Key figures & financial health

Revenue (TTM) 651B KRW
Revenue growth (YoY) +22.2%
Net margin -6.6%
Return on equity -10.8%
Free cash flow −253B KRW FY2025
Operating margin -11.5%
More key figures
Dividend yield 0.1%
EPS growth (YoY) -12.5%
Net debt 824B KRW FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 25/100

Of which business quality 26 · Market factors (momentum, volatility) 15

Profitability 5
Margins and returns on capital today
Quality Growth 34
Are margins and returns improving?
Cashflow 2
Earnings quality: real cash, not paper profit
Fin. Strength 21
Balance sheet, leverage, solvency risk
Investment 30
Disciplined investing over empire-building
Low Volatility 23
Calm price path (market factor)
Momentum 14
Price trend over the last 3–12 months (market factor)
52W Momentum 9
Distance to the 52-week high (market factor)
Net Issuance 92
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Solus Advanced Materials Co., Ltd. provides material solutions in South Korea and internationally. It offers battery copper foil for use in electric vehicle battery; copper foil for use in various electronic equipment; and light-emitting and non-emitting materials for use in organic light emitting diode display, such as smartphones, TVs, vehicles, and …

Full company description

Solus Advanced Materials Co., Ltd. provides material solutions in South Korea and internationally. It offers battery copper foil for use in electric vehicle battery; copper foil for use in various electronic equipment; and light-emitting and non-emitting materials for use in organic light emitting diode display, such as smartphones, TVs, vehicles, and tablet/PCs. The company was formerly known as Doosan Solus Co., Ltd. and changed its name to Solus Advanced Materials Co., Ltd. in 2020. Solus Advanced Materials Co., Ltd. was founded in 2019 and is headquartered in Iksan-si, South Korea. Solus Advanced Materials Co. Ltd. is a subsidiary of Skylake Equity Partners Limited.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Solus Advanced Materials Co Ltd reported revenue of 616B KRW in FY2025 versus 381B KRW in FY2021, a compound +12.8%/yr. Reported net income was −66.9B KRW in FY2025.

Growth Quality 38/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
616B KRW
Latest YoY
+7.9%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+13.8%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+16.3%
Avg. growth/yr (6Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+43.7%
Revenue +12.8%/yr
FY21 381B KRW
FY22 418B KRW
FY23 429B KRW
FY24 571B KRW
FY25 616B KRW
Net income
FY21 11.9B KRW
FY22 −11.3B KRW
FY23 188B KRW
FY24 4.6B KRW
FY25 −66.9B KRW

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Cite: Fair Value Calculator (2026). "Solus Advanced Materials Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/336370

Peer Group

Electronic Components · 649 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 26 · Bottom 25%
Fair Value upside −8% · Above median
Return on assets -2% · Bottom 25%
Net margin (TTM) -7% · Bottom 25%
Operating margin (TTM) -11% · Bottom 25%
Revenue growth 22% · Top 25%
Dividend yield (TTM) 0.1% · Bottom 25%
Debt / equity 0.12× · Higher than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE23 · sector 0
FUTURE100 · sector 37
PAST0 · sector 24
HEALTH94 · sector 95
DIVIDEND3 · sector 24

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Delta Electronics, Inc 2308 1,750 TWD 602.37 TWD -66%
Luxshare Precision Industry Co 002475 ¥56.06 ¥38.44 -31%
Samsung Electro-Mechanics Co 009150 1,503,000 KRW 172,954 KRW -88%
Suzhou Dongshan Precision Manufacturing Co 002384 ¥202.11 ¥21.19 -90%
Shengyi Technology Co 600183 ¥132.80 ¥36.30 -73%
Victory Giant Technology (HuiZhou) Co 2476 HK$238.60 HK$75.68 -68%
Asia Vital Components Co 3017 2,910 TWD 1,369 TWD -53%
Nan Ya Printed Circuit Board Corporation 8046 1,215 TWD 1,768 TWD +46%
Zhen Ding Technology Holding 4958 477.50 TWD 136.13 TWD -71%
Hitachi Energy India Limited POWERINDIA ₹34,275 ₹5,139 -85%

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Frequently asked questions

Is Solus Advanced Materials Co Ltd (336370) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 6,477 KRW versus a price of 7,030 KRW, about −8% (fairly valued).
What is the fair value of 336370?
Our model-based fair value for Solus Advanced Materials Co Ltd is 6,477 KRW (as of Aug 13, 2026), built from audited fundamentals. The current price: 7,030 KRW.
What is the quality score of 336370?
Solus Advanced Materials Co Ltd has a Quality Score of 25/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Solus Advanced Materials Co Ltd (336370)?
Solus Advanced Materials Co Ltd reported trailing-twelve-month revenue of about 651B KRW (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 336370?
The net profit margin of Solus Advanced Materials Co Ltd is about -6.6%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Solus Advanced Materials Co Ltd pay a dividend?
Solus Advanced Materials Co Ltd currently shows a dividend yield of about 0.09% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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